Loomis Sayles Institutional High Income Fund

Class Inst (LSHIX)
Scorecard
5 / 5 Stars
Lipper
5 5 1 4 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
C+ (Hold)

#1 in High Yield Bond

U.S. News evaluated 174 High Yield Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 14.36 percent over the past year, 10.23 percent over the past three years, 19.13 percent over the past five years, and 10.23 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 4.6%
1 Year 14.4%
3 Years (Annualized) 10.2%
5 Years (Annualized) 19.1%
10 Years (Annualized) 10.2%

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Summary

The investment seeks high total investment return through a combination of current income and capital appreciation. The fund will invest primarily in below investment-grade fixed-income securities and other securities that are expected to produce a relatively high level of income (including income-producing preferred stocks and common stocks). Its fixed-income securities investments may include unrated securities. The fund may invest in fixed-income securities of any maturity. It may invest any portion of its assets in Canadian securities and up to 50% of its assets in other foreign securities, including emerging market securities.

Fees

Fees are Above Average compared to funds in the same category.
Loomis Sayles Institutional High Income Fund has an expense ratio of 0.68 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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